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Schwab Fundamental US Broad Market Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Steward Partners Investment Advisory
101
Steward Partners Investment Advisory
New York
$271K +$84.5K +3,403 +48%
AF
102
Advisornet Financial
Minnesota
$254K -$77.5K -3,121 -24%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$245K +$15.9K +640 +7%
WAG
104
Winthrop Advisory Group
Massachusetts
$237K +$1.47K +59 +0.6%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$236K – – –
BIM
106
Breakwater Investment Management
Washington
$230K – – –
CA
107
Crewe Advisors
Utah
$228K – – –
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$221K +$6.56K +264 +3%
4WM
109
49 Wealth Management
Texas
$220K -$6.63K -267 -3%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$218K -$5.64K -227 -3%
Sequoia Financial Advisors
111
Sequoia Financial Advisors
Ohio
$211K +$203K +8,187 New
TCM
112
TruNorth Capital Management
Michigan
$210K -$7.08K -285 -3%
KHC
113
Koesten Hirschmann & Crabtree
Kansas
$194K – – –
Harbour Investments
114
Harbour Investments
Wisconsin
$192K +$770 +31 +0.4%
HAP
115
Harbor Asset Planning
Massachusetts
$179K +$745 +30 +0.4%
PA
116
Pineridge Advisors
Missouri
$174K -$5.81K -234 -3%
SAM
117
S.A. Mason
Michigan
$169K +$25 +1 +0%
VNA
118
Valley National Advisers
Pennsylvania
$159K – – –
CF
119
Centaurus Financial
California
$152K – – –
Ameritas Advisory Services
120
Ameritas Advisory Services
Nebraska
$131K +$98.3K +3,959 +348%
PFBT
121
Parkside Financial Bank & Trust
Missouri
$123K -$1.44K -58 -1%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$120K +$116K +4,650 New
TLA
123
Tanglewood Legacy Advisors
Texas
$108K – – –
CVM
124
Cheviot Value Management
California
$106K +$422 +17 +0.4%
SouthState Corp
125
SouthState Corp
Florida
$89.5K -$13.8K -555 -14%